Stocks rose sharply on Monday as Treasury yields rebounded, quelling fears of a possible recession.US Marketsread more
Okta Inc.: "Yeah, that's a high-risk thing. It's up 150 percent. But remember, it's in that whole group of stocks that I really like in enterprise software that I think is terrific including, by the way, Coupa, which I think is good. I will say don't put a gun to your head; wait till Okta reports. I know, you may have to miss some upside. Maybe buy a little ahead and then a little after, but don't do all at once. "
Harsco Corp.: "I want you to hold onto it. The stock is up very big. Here's my take on Harsco: great American manufacturer. Can't go wrong with those."
Nucor Corp.: "I think that it's the best American steel company, best steel company in the world. I think it's got a nice yield, I think that they're generating a huge amount of cash flow and I want you to hold onto Nucor."
Exelon Corp.: "Exelon is good. I've got to tell you: I think that utility stocks, short term, are way too high, but I do think it's such a fine company [that] you have to be willing to buy more if it comes down."
Wrkco Inc.: "It's just OK. It's just OK. There's too much supply coming on. It looks like a major mistake that I did for ActionAlerts. This one has been a decliner and I'm not happy with it. It's got a 4 percent yield, so no need to sell it, but I can't recommend it."
National Fuel Gas Co.: "Always liked the company. Always a bridesmaid, never a bride; I used to think it was going to get a takeover because it was natural gas holdings. That never happened. I think you'll do fine. NFG's a good company."